# KENDALL CAPITAL MANAGEMENT

KENDALL CAPITAL MANAGEMENT of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 134740
- Type: SEC-registered investment adviser
- SEC file number: 801-78634
- Location: 2000 TOWER OAKS BOULEVARD, SUITE 240, ROCKVILLE, MD, 20852
- Phone: 301-838-9110
- Latest filing: 2026-03-25
- Regulatory AUM: $743.9M
- Discretionary AUM: $743.9M
- Clients: 12
- Accounts: 1,555

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Clark Alan Kendall | PRESIDENT & CEO | — |
| Carol Larissa Petrov | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | — |
| Jason Michael Tkach | SENIOR PORTFOLIO MANAGER | — |
| Brian Gibbon Mattox | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Diane P Kendall | TRUSTEE OF THE KENDALL FAMILY TRUST | — |
| KENDALL CLARK ALAN | PRESIDENT & CEO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SAENZ PAOLA | VICE PRESIDENT | — |
| BRUENING PAOLA SAENZ | VICE PRESIDENT; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| PETROV CAROL LARISSA | RELATIONSHIP MANAGER; VICE PRESIDENT OF FINANCIAL PLANNING AND CLIENT SERVICES; VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | — |
| TKACH JASON MICHAEL | PORTFOLIO MANAGER; PORTFOLIO SPECIALIST; SENIOR PORTFOLIO MANAGER | — |
| MATTOX BRIAN GIBBON | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | — |
| KENDALL DIANE P | TRUSTEE OF THE KENDALL FAMILY TRUST | — |
| Diane P. Kendall | TRUSTEE OF THE KENDALL FAMILY TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134740/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134740/similar
- Related entities: https://search.stillhousedata.com/firm/134740/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134740

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.